Advocis Presents: 
A Coffee Talk Webinar
Financial Underwriting: Does it make sense?  

2022 Series - Episode three: Financial Underwriting: Does it make sense?  

As an advisor, interacting with the financial underwriting process is likely something you are familiar with. By gaining an inside perspective on the purpose and objectives that financial underwriters seek, however, you can better understand how to work effectively with these professionals for the benefit of your practice and clients.

Join us on March 3rd at 11:00 am EST for a Coffee Talk as Advocis welcomes Susan Kerr, Director of Special Case Operations at Manulife who will walk you through the basics of financial underwriting as it relates to income protection, after which she will move on to advanced concepts such as estate considerations, key person and business valuation, charitable giving, and tax sheltering. 

Please refer to the chart below for your local timezone:

As a benefit of membership, this webinar series is exclusive to Advocis members. Tickets are limited and go quickly. Register today to reserve your spot! 

This episode of Coffee Talks has been approved by The Institute for 0.5 CE credit. 

Please note: Once registered you will receive a confirmation with webinar login details. 24 hours before the scheduled start time you will receive a reminder email. If you do not receive this information, please contact us at events@advocis.ca.